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Financial Associate Jobs in Exton, PA (NOW HIRING)

Penske

Financial Analyst

Reading, PA · On-site

A Penske Financial Analyst for the Financial Planning and Analysis (FPA) department provides ... With headquarters in Reading, PA, Penske and its associates are driven by a dedication to ...

Penske

Financial Analyst

Reading, PA · On-site

Provides analysis and metrics for Finance core processes and is responsible for knowledge of all ... With operations in North America, South America, Europe and Asia, Penske and its associates help ...

Penske

Financial Analyst

Reading, PA · On-site

Provides analysis and metrics for Finance core processes and is responsible for knowledge of all ... The associate is frequently required to use hands to touch, handle, and feel, and to reach with ...

TIAA

Financial Consultant

Philadelphia, PA

$72K - $95K/yr

We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Exton, PA

Financial Associate information

See Exton, PA salary details

$29.4K

$67.9K

$133.2K

How much do financial associate jobs pay per year?

As of Jul 26, 2026, the average yearly pay for financial associate in Exton, PA is $67,918.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,300.00 and $74,300.00 per year, depending on experience, location, and employer.

What can you do with associates in finance?

A financial associate typically performs tasks such as analyzing financial data, preparing reports, assisting with budgeting, and supporting investment or banking activities. They often use tools like Excel and financial software, and may pursue certifications like the CFA or CPA to advance their careers.

How much does a finance associate earn?

The average salary for a financial associate typically ranges from $50,000 to $70,000 per year, depending on experience, location, and industry. Entry-level positions may start lower, while experienced professionals or those with specialized skills can earn higher salaries. Certifications like CFA or CPA can also influence earning potential.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills to help clients or organizations meet their financial goals.

What are the key skills and qualifications needed to thrive as a Financial Associate, and why are they important?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What are some common challenges Financial Associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What is the work of a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use financial software and require strong analytical skills to help organizations manage their financial health effectively.
What job categories do people searching Financial Associate jobs in Exton, PA look for? The top searched job categories for Financial Associate jobs in Exton, PA are:
What cities near Exton, PA are hiring for Financial Associate jobs? Cities near Exton, PA with the most Financial Associate job openings:
Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Exton, PA as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 29% Part Time, 2% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $67,918 per year, or $32.7 per hour.
Associate, Financial Advisor, Conshohocken, PA

Associate, Financial Advisor, Conshohocken, PA

Santander Bank

Conshohocken, PA • On-site

Full-time

Posted 23 days ago

Santander Bank rating

7.3

Company rating: 7.3 out of 10

Based on 36 frontline employees who took The Breakroom Quiz

114th of 170 rated banks

Job description

It Starts Here:
Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference.
If you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make
The Associate Financial Advisor is responsible for helping clients identify financial needs, understand investment objectives, and implement appropriate investment and insurance solutions consistent with regulatory and compliance standards. Working in partnership with branch leadership and senior investment professionals, the Associate Financial Advisor focuses on developing client relationships, deepening existing relationships, and delivering an exceptional client experience while achieving investment sales and revenue objectives.
Key Responsibilities
  • Attain and exceed investment sales, revenue, and client engagement goals as defined by management and the Retail Investments scorecard.
  • Conduct client appointments through in-person, virtual, and telephone channels to identify financial needs and recommend appropriate investment and insurance solutions.
  • Manage and grow an assigned portfolio of clients by strengthening relationships, uncovering additional opportunities, and delivering ongoing financial guidance.
  • Maintain compliance with all applicable bank, broker/dealer, FINRA, state, and federal regulations governing the sale of investment and insurance products, including Santander's Uninsured Products Policy Statement.
  • Collaborate with Branch Managers, Field Advisors, and Licensed Bank Employees (LBEs) to identify opportunities, generate referrals, and support overall branch investment growth.
  • Provide coaching, education, and product awareness support to LBEs and branch partners to enhance referral generation and client engagement.
  • Participate actively in sales meetings, training programs, coaching sessions, and development initiatives designed to enhance advisory skills and business performance.
  • Develop and execute business development activities aligned with management objectives and client acquisition strategies.
  • Build strong internal relationships and referral partnerships that support client acquisition and retention efforts.
  • Maintain accurate client records, complete operational and administrative requirements, and provide activity and sales reporting in a timely manner.
  • Maintain all required professional licenses, registrations, continuing education requirements, and regulatory training.

What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Bachelor's Degree or equivalent work experience: Finance, Economics, Management Information Systems, Statistics or equivalent field - Required.
  • Master's Degree: Finance, Economics, Management Information Systems, Statistics or equivalent field - Preferred.
  • 5+ Years: Demonstrate a superior record of sales achievement while maintaining high ethical standards - Required.
  • 1+ Years: Experience providing investment guidance and advice to clients - Required.
  • Very strong interpersonal communication skills, complemented by both excellent verbal and written communication.
  • Knowledge of financial analysis and risk evaluation.
  • Motivating, developing, and directing people as they work, identifying the best people for the job.
  • Strong relationship management and negotiation skills.
  • Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
  • Attention to detail, being careful about detail and thorough in completing work tasks.
  • Strong social orientation, preferring to work with others rather than alone, and being personally connected with others on the job.
  • Demonstrated proficiency with Microsoft Office applications.

Certifications:
  • NASD licenses: FINRA Series 7, Series 66 (or 63 & 65) - Required.
  • Appropriate state insurance licenses - Required.

It Would Be Nice For You To Have:
  • Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
  • Experience in Microsoft Office products.

Work Authorization & Sponsorship:
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range:
Minimum:
$61,875.00 USD
Maximum:
$105,000.00 USD
We Value Your Impact:
Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next :
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.

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